See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,280 | $217,402-26.7% | $185,823-14.3% | $167,490-4.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.36%-135.2pp | 122.05%-108.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $7,769 | $5,873+32.3% | $5,167+50.4% | $4,837+60.6% |
| Participant deferral / active EE | $4,797 | $6,356-24.5% | $5,568-13.8% | $6,341-24.4% |
| Admin fee / account holder | $41,161 | $19,811+107.8% | $16,237+153.5% | $12,309+234.4% |